by Arthur Geffen | Jan 10, 2017 | Dallas Probate Lawyer
Notice 2017-12 SECTION 1. PURPOSE This notice provides guidance on the methods available to confirm the closing of an examination of the estate tax return (Form 706, United States Estate (and Generation-Skipping Transfer) Tax Return). More specifically, this notice...
by Arthur Geffen | Jan 6, 2017 | Dallas Probate Lawyer
If it’s January, it must be income-tax preparation season. Oh joy. As one who’s been the victim of a tax scam, I’m doing my homework to avoid problems. Thieves are stealing tax information and filing for fake refunds year round. It’s a big...
by Arthur Geffen | Dec 19, 2016 | Dallas Probate Lawyer
Nobody likes paying taxes, and retirees are no exception. Though you may not be able to avoid taxes completely in retirement, you can significantly lower your tax burden with these moves. Many Americans struggle to make ends meet in retirement, and even those with...
by Arthur Geffen | Dec 7, 2016 | Dallas Probate Lawyer
The American Taxpayer Relief Act of 2012 (the "Act") made the following permanent: (1) the reunification of the estate and gift tax regimes, (2) the $5 million estate, gift and generation-skipping transfer ("GST") tax exemptions, as increased for...
by Arthur Geffen | Dec 6, 2016 | Dallas Probate Lawyer
The U.S. Supreme Court on Tuesday ruled that a secondhand tippee who trades on confidential inside corporate information first passed between brothers can be convicted of insider trading even though the original tipper received no money or property for the tips. The...
by Arthur Geffen | Dec 1, 2016 | Dallas Probate Lawyer
As of December 1, 2016, US law enforcement has gained new hacking powers thanks to changes to Rule 41 of the Federal Rules of Criminal Procedure that now simplify the process of getting warrants to hack into devices of US citizens and the citizens of other countries....
